InvestorLens

BWXT — BWX TECHNOLOGIES INC

Public company

Sign in to save6 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying BWXT?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
67
Institutional Conviction
Net distribution · 2 buying vs 4 selling last quarter
30
Macro Tailwind
Macro conditions are mixed for this sector
56
Congressional Activity
4 congressional purchases, 0 sales disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 6 tracked investors who changed their BWXT position last quarter, 2 bought and 4 sold (33% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Overheat regime). 4 congressional purchases, 0 sales disclosed in the last 6 months.

Supporting evidence
  • +2 tracked investors added or increased positions last quarter (Ken Griffin, Paul Tudor Jones)
  • +6 tracked investors reported holding BWXT at their latest filing
  • +Macro Health is 56/100 in a Overheat regime — historically acceptable for this sectorsource
  • +4 congressional purchases disclosed in the last 6 months
Contradicting evidence — always shown
  • −4 tracked investors reduced or exited last quarter (4 reduced, 0 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About BWX TECHNOLOGIES INC (BWXT)

BWX TECHNOLOGIES INC (BWXT) appears in the most recent 13F filings of 6 tracked institutional investors. The largest disclosed position is held by Cathie Wood (ARK Investment Management), valued at $127M. Across recent filings, tracked investors recorded 10 new positions, 11 increased, 13 reduced, and 4 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in BWXT

55
/100
Mixed Activity
Added / Increased21
Reduced13
Exited4
BearishBullish
Crowded Trade Score™

How many top investors track BWXT

40
/100
Moderate Interest
6investors

Several tracked investors have exposure.

UndiscoveredCrowded
151015+

BWXT Ownership Composition

How BWX TECHNOLOGIES INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Growth & Innovation
56% of tracked value
Institutions
6
tracked investors
Total Reported
$189.9M
combined 13F value
Types3
  • Growth & Innovation56.4%
  • Multi-Strategy / Quant40.8%
  • Macro2.9%
Growth & Innovation(1)
56.4%
Multi-Strategy / Quant(3)
40.8%
Macro(2)
2.9%

Tracked investors currently reporting BWXT

1 tracked investor has since exited this position — listed separately below.

  • Cathie WoodJun 30, 2026
    ARK Investment Management
    Shares
    549.9K
    Value
    $107M
    % Portfolio
    0.69%
  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    298.3K
    Value
    $58.1M
    % Portfolio
    0.01%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    70.3K
    Value
    $13.7M
    % Portfolio
    0.00%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    29.3K
    Value
    $5.7M
    % Portfolio
    0.01%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    11.5K
    Value
    $2.2M
    % Portfolio
    0.00%
  • Ray DalioJun 30, 2026
    Bridgewater Associates
    Shares
    16.4K
    Value
    $3.2M
    % Portfolio
    0.01%

Previously held BWXT

These investors reported BWXT in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Stanley DruckenmillerDuquesne Family Office76.5K$11MJun 30, 2025

Recent activity

Frequently asked questions

How many institutional investors hold BWXT?
6 tracked institutional investors disclosed a position in BWXT (BWX TECHNOLOGIES INC) in their most recent 13F filing.
Who is the largest institutional holder of BWXT?
Cathie Wood, ARK Investment Management, holds the largest disclosed position in BWXT, valued at $127M.
Did institutional ownership of BWXT increase or decrease?
Across recent 13F filings, tracked investors recorded 10 new positions, 11 increased, 13 reduced, and 4 fully exited BWXT.
Where does this BWXT ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.